From 4a8e3a3c5ca64649e01c191c744e94a8715bb7ac Mon Sep 17 00:00:00 2001 From: Jean-Luc Makiola Date: Thu, 12 Mar 2026 12:15:30 +0100 Subject: [PATCH] docs(phase-5): complete phase execution --- .planning/STATE.md | 2 +- .../05-VERIFICATION.md | 113 ++++++++++++++++++ 2 files changed, 114 insertions(+), 1 deletion(-) create mode 100644 .planning/phases/05-template-data-model-and-api/05-VERIFICATION.md diff --git a/.planning/STATE.md b/.planning/STATE.md index 12c22cd..3e7c115 100644 --- a/.planning/STATE.md +++ b/.planning/STATE.md @@ -4,7 +4,7 @@ milestone: v1.1 milestone_name: Usability and Templates status: planning stopped_at: Completed 05-template-data-model-and-api-02-PLAN.md -last_updated: "2026-03-12T11:11:30.005Z" +last_updated: "2026-03-12T11:15:26.353Z" last_activity: 2026-03-12 — v1.1 roadmap created, Phases 5-8 defined progress: total_phases: 8 diff --git a/.planning/phases/05-template-data-model-and-api/05-VERIFICATION.md b/.planning/phases/05-template-data-model-and-api/05-VERIFICATION.md new file mode 100644 index 0000000..4cf41cb --- /dev/null +++ b/.planning/phases/05-template-data-model-and-api/05-VERIFICATION.md @@ -0,0 +1,113 @@ +--- +phase: 05-template-data-model-and-api +verified: 2026-03-12T12:00:00Z +status: passed +score: 21/21 must-haves verified +re_verification: false +--- + +# Phase 5: Template Data Model and API Verification Report + +**Phase Goal:** The backend has a first-class template system — new DB tables, migrations, and REST endpoints — that lets the app store user templates, classify items by tier, and generate budgets from templates programmatically +**Verified:** 2026-03-12 +**Status:** PASSED +**Re-verification:** No — initial verification + +## Goal Achievement + +### Observable Truths (Plan 01) + +| # | Truth | Status | Evidence | +|---|-------|--------|----------| +| 1 | `budget_items` table has an `item_tier` column with values fixed, variable, one_off | VERIFIED | `002_templates.sql` line 3: `ALTER TABLE budget_items ADD COLUMN item_tier item_tier NOT NULL DEFAULT 'fixed'`; enum defined on line 1 | +| 2 | `templates` table exists with one-per-user constraint | VERIFIED | `002_templates.sql` lines 5-13: CREATE TABLE templates + `CREATE UNIQUE INDEX idx_templates_user_id ON templates (user_id)` | +| 3 | `template_items` table excludes one_off via CHECK constraint | VERIFIED | `002_templates.sql` line 24: `CONSTRAINT chk_template_items_no_one_off CHECK (item_tier IN ('fixed', 'variable'))` | +| 4 | Template and TemplateItem Go structs exist with JSON tags | VERIFIED | `models/models.go` lines 99-124: Template, TemplateItem, TemplateDetail structs, all fields have json tags | +| 5 | Query functions exist for template CRUD and budget generation from template | VERIFIED | `db/queries.go`: GetTemplate (377), UpdateTemplateName (415), CreateTemplateItem (432), UpdateTemplateItem (467), DeleteTemplateItem (493), ReorderTemplateItems (501), GenerateBudgetFromTemplate (558) | +| 6 | GetBudgetWithItems returns item_tier in budget item rows | VERIFIED | `db/queries.go` line 251: `bi.item_tier` in SELECT; line 266: `&i.ItemTier` in Scan | +| 7 | CreateBudgetItem and UpdateBudgetItem accept item_tier parameter | VERIFIED | `db/queries.go` line 337: `itemTier models.ItemTier` param on CreateBudgetItem; line 354: same on UpdateBudgetItem | + +### Observable Truths (Plan 02) + +| # | Truth | Status | Evidence | +|---|-------|--------|----------| +| 8 | GET /api/template returns template with items (or empty if none exists) | VERIFIED | `router.go` line 65: `r.Get("/", h.GetTemplate)`; `handlers.go` line 456: GetTemplate calls queries.GetTemplate which returns empty TemplateDetail on pgx.ErrNoRows | +| 9 | PUT /api/template updates template name | VERIFIED | `router.go` line 66: `r.Put("/", h.UpdateTemplateName)`; `handlers.go` line 466: UpdateTemplateName handler implemented | +| 10 | POST /api/template/items adds item and auto-creates template | VERIFIED | `router.go` line 67: `r.Post("/items", h.CreateTemplateItem)`; `db/queries.go` line 435: ON CONFLICT (user_id) DO UPDATE implements lazy creation | +| 11 | PUT /api/template/items/{itemId} updates a template item | VERIFIED | `router.go` line 69: `r.Put("/items/{itemId}", h.UpdateTemplateItem)`; `handlers.go` line 518 | +| 12 | DELETE /api/template/items/{itemId} removes a template item | VERIFIED | `router.go` line 70: `r.Delete("/items/{itemId}", h.DeleteTemplateItem)`; `handlers.go` line 557 | +| 13 | PUT /api/template/items/reorder batch-updates sort order | VERIFIED | `router.go` line 68: `r.Put("/items/reorder", h.ReorderTemplateItems)` — registered BEFORE `{itemId}` to prevent routing conflict; `handlers.go` line 572 | +| 14 | POST /api/budgets/generate creates budget from template or returns 409 if exists | VERIFIED | `router.go` line 53: `r.Post("/generate", h.GenerateBudget)` placed before `/{id}` routes; `handlers.go` line 603: errors.As checks BudgetExistsError, returns 409 with budget_id | +| 15 | POST /api/budgets/{id}/items accepts optional item_tier field | VERIFIED | `handlers.go` line 389: `ItemTier models.ItemTier` in CreateBudgetItem request struct | +| 16 | PUT /api/budgets/{id}/items/{itemId} accepts optional item_tier field | VERIFIED | `handlers.go` line 421: `ItemTier models.ItemTier` in UpdateBudgetItem request struct | +| 17 | GET /api/budgets/{id} returns item_tier in each budget item | VERIFIED | `models/models.go` line 69: `ItemTier ItemTier json:"item_tier"` on BudgetItem; GetBudgetWithItems scans it | +| 18 | One-off items cannot be added to templates (rejected by DB CHECK) | VERIFIED | DB-level: migration CHECK constraint; handler-level defense: `handlers.go` lines 497-504 reject one_off with 400 | + +**Score:** 18/18 plan truths verified + +### Required Artifacts + +| Artifact | Expected | Status | Details | +|----------|----------|--------|---------| +| `backend/migrations/002_templates.sql` | item_tier enum, templates table, template_items table, item_tier column on budget_items | VERIFIED | 28 lines, all four schema elements present and syntactically correct | +| `backend/internal/models/models.go` | ItemTier type, Template struct, TemplateItem struct, updated BudgetItem | VERIFIED | ItemTier type + 3 constants (lines 21-27), BudgetItem.ItemTier (line 69), Template (99-105), TemplateItem (107-119), TemplateDetail (121-124) | +| `backend/internal/db/queries.go` | Template query functions, updated budget item queries with item_tier | VERIFIED | All 7 template functions present (lines 377-668), BudgetExistsError struct (lines 16-25), item_tier in all budget item queries | +| `backend/internal/api/handlers.go` | Template handlers, Generate handler, updated budget item handlers | VERIFIED | 7 new handler methods (lines 456-637), CreateBudgetItem/UpdateBudgetItem updated with ItemTier | +| `backend/internal/api/router.go` | /api/template routes and /api/budgets/generate route | VERIFIED | /api/template route group (lines 64-71), /api/budgets/generate (line 53) | + +### Key Link Verification + +| From | To | Via | Status | Details | +|------|----|-----|--------|---------| +| `db/queries.go` | `models/models.go` | Template/TemplateItem struct usage in query returns | VERIFIED | models.Template used at lines 378, 416; models.TemplateItem at 445, 468; models.TemplateDetail at 377, 384, 412 | +| `migrations/002_templates.sql` | `db/queries.go` | SQL column names match Scan field order for item_tier | VERIFIED | item_tier appears in SELECT/INSERT/UPDATE/RETURNING clauses; Scan order matches SELECT order in GetBudgetWithItems and GetTemplate | +| `api/handlers.go` | `db/queries.go` | h.queries.GetTemplate, h.queries.GenerateBudgetFromTemplate | VERIFIED | GetTemplate called at line 458, GenerateBudgetFromTemplate at line 623, CreateTemplateItem at line 510 | +| `api/router.go` | `api/handlers.go` | route registration to handler methods | VERIFIED | h.GetTemplate at line 65, h.GenerateBudget at line 53 | + +### Requirements Coverage + +| Requirement | Source Plan | Description | Status | Evidence | +|-------------|------------|-------------|--------|----------| +| TMPL-01 | 05-01, 05-02 | User can tag a budget item as fixed, variable, or one-off when creating or editing it | SATISFIED | ItemTier on BudgetItem model; CreateBudgetItem/UpdateBudgetItem handlers accept item_tier field; GET budget returns item_tier per item | +| TMPL-02 | 05-01, 05-02 | User can define a monthly budget template containing fixed items (with amounts) and variable items (category only) | SATISFIED | templates + template_items tables with CHECK (no one_off); full CRUD API under /api/template; lazy template creation; reorder endpoint | +| TMPL-04 | 05-01, 05-02 | One-off items are not carried forward to new months | SATISFIED | DB-level: CHECK constraint on template_items prevents one_off; GenerateBudgetFromTemplate only reads template_items (which cannot contain one_off); handler-level validation at lines 497-504 | + +**Orphaned requirements check:** REQUIREMENTS.md traceability table maps TMPL-01, TMPL-02, TMPL-04 to Phase 5. No other requirements are mapped to Phase 5. No orphaned requirements. + +### Anti-Patterns Found + +No anti-patterns found. + +- No TODO/FIXME/PLACEHOLDER comments in any phase-modified Go files +- No empty return stubs in template or budget-generation code +- No unimplemented handlers (all 7 template handlers have real logic) +- Note: `OIDCStart` and `OIDCCallback` handlers return 501 "not configured" — these are pre-existing stubs from an earlier phase, not introduced by Phase 5 + +### Human Verification Required + +None required. All observable truths for this phase (backend data model and API) are fully verifiable by static code inspection and `go build`/`go vet`. + +### Gaps Summary + +No gaps. All must-haves verified. + +--- + +## Verification Notes + +**`go build ./...` result:** Exit 0 — full backend compiles cleanly. + +**`go vet ./...` result:** Exit 0 — no issues. + +**Route ordering confirmed:** In `router.go`, `PUT /items/reorder` (line 68) is registered before `PUT /items/{itemId}` (line 69). In the `/api/budgets` group, `POST /generate` (line 53) is registered before `GET /{id}` (line 54). Both orderings prevent chi treating static path segments as parameterized values. + +**BudgetExistsError wiring confirmed:** `db.BudgetExistsError` struct defined in `db/queries.go` with `ExistingBudgetID uuid.UUID` field. Handler uses `errors.As(err, &budgetExistsErr)` and reads `budgetExistsErr.ExistingBudgetID` — the field name matches exactly. + +**Lazy template creation confirmed:** `CreateTemplateItem` uses `INSERT INTO templates (user_id) VALUES ($1) ON CONFLICT (user_id) DO UPDATE SET updated_at = now() RETURNING id` — template is created automatically on first item add. + +**Empty template return confirmed:** `GetTemplate` returns `&models.TemplateDetail{Items: []models.TemplateItem{}}` (not nil, not an error) when no template row exists, allowing the frontend to render an empty state without special error handling. + +--- + +_Verified: 2026-03-12_ +_Verifier: Claude (gsd-verifier)_